PWPS
DXPE icon

Pinnacle Wealth Planning Services’s DXP Enterprises DXPE Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio DXPE Stock Details DXPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$76.6K Sell
548
-7
-1% -$939 0.01% 963
2025
Q4 		$60.9K Buy
+555
New +$60.5K 0.01% 1065
2021
Q1 		– Sell
-328
Closed -$8K – 800
2020
Q4 		$8K Buy
+328
New +$6.63K ﹤0.01% 1462

Other funds holding DXPE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Pinnacle Wealth Planning Services's DXPE Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its DXP Enterprises (DXPE) stake by 1.3% in Q1 2026, selling an estimated $939 and leaving 548 shares worth $76.6K. The position accounts for 0.01% of the portfolio, ranked #963.

Pinnacle Wealth Planning Services first reported a position in DXPE in Q4 2020 and has held it in 3 quarters since. 233 funds tracked by Wall St. Rank hold DXPE as of Q1 2026.

  • Pinnacle Wealth Planning Services held 548 shares of DXP Enterprises worth $76.6K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 7 DXP Enterprises shares in Q1 2026, an estimated $939.
  • DXP Enterprises made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #963 holding.
  • Pinnacle Wealth Planning Services first reported a position in DXP Enterprises in Q4 2020 and has held it in 3 quarters since.
  • 233 funds tracked by Wall St. Rank held DXP Enterprises as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.